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Yourefolio pricing

#12 of 24 in Estate Planning Software

Yourefolio costs from 124 USD on its cheapest paid plan; 2 plans in all, as listed on yourefolio.com — prices checked 20 Sep 2026.

6.3/10Editor score
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Yourefolio pricing at a glance

Plans From $1,295/yr No free plan — trial or paid only. Prices re-checked Sep 2026.
See plans on yourefolio.com

Yourefolio plans & pricing

PlanPriceKey limits
Individual License$1,295/user/yr$124/user/mo
  • Unlimited clients
  • Unlimited storage
Multiple/Enterprise LicensingNot published
  • Private labelling
  • Integrations of systems
  • Segregation of databases

Prices as published by the vendor on site.yourefolio.com, checked 20 Sep 2026; taxes and regional pricing may differ. We do not change a plan's price or its limits — this table is what the vendor's own pricing page said on that date.

What the price includes

  • Built for
    Small business, Mid-market, Enterprise
  • Free plan
    No
  • Paid from
    $1,295/yr
  • Planning scope
    Full_estate_plan

Our full Yourefolio verdict, fact sheet and score →

Prices checked by iTechGuides Editors · Editorial team · Updated Sep 2026

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